Invoices can be processed and reviewed within the Auto AR Miscellaneous Invoice Review screen.

Automation Management > Accounts Receivable > General Operations

Pressing the Create Invoice button will process all the invoice files in the inbound folder location and create invoices without posting them, meaning they will appear in the review screen with “In Progress” selected. Pressing the Create Post button will process all the invoice files in the inbound folder location, creating invoices and posting them, meaning they will appear in the review screen with “Completed” selected.

Once either Create Invoice or Create Post has been used to create invoices, a record can be found in the review screen. From here it is possible to stage an invoice for reprocessing, which can be done by either deselecting all status check-boxes and saving or by using the Reprocess Invoice button. Doing so will include the entry within scope for the next processing.